All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BALI,JEPQ,GPIQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-10-26? to Thu 2025-10-30 YTD
Return
TRR
Price
BALI
×
+9.37%
2025-10-30
1.43 TRR
2025-10-30
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
+10.21%
2025-10-30
1.499 TRR
2025-10-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+16.36%
2025-10-30
1.613 TRR
2025-10-30
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Thu 2025-10-30 Overall
Return
Exponential
Trendline
BALI
×
+46.87%
+21.05%/yr
+13.46%/yr
(R2=0.766)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
+52.43%
+23.30%/yr
+13.40%/yr
(R2=0.748)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+61.29%
+26.82%/yr
+16.39%/yr
(R2=0.803)
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Thu 2025-10-30 Start
Value
End
Value
BALI
×
$10,000.00
2023-10-26
$14,686.64
2025-10-30
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$15,243.02
2025-10-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
$10,000.00
2023-10-26
$16,129.23
2025-10-30
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year BALI JEPQ GPIQ
2025 (YTD) +9.37% +10.21% +16.36%
2024 +18.99% +21.40% +19.77%
2023 +9.87% +31.87% +15.73%
2022 −15.03%

Drawdowns

Thu 2023-10-26? to Thu 2025-10-30 Current
Drawdown
Worst
Drawdown
BALI
×
−0.59% −17.85%
2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
−0.44% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
−1.12% −21.42%
2025-04-08
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund